See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,903 | $175,202-35.6% | $149,673-24.6% | $139,434-19.0% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 3.84% | 166.71%-162.9pp | 134.42%-130.6pp | 372.94%-369.1pp |
| Employer contribution / active EE | $7,674 | $5,474+40.2% | $4,818+59.3% | $4,751+61.5% |
| Participant deferral / active EE | $6,882 | $6,519+5.6% | $5,680+21.2% | $6,710+2.6% |
| Admin fee / account holder | $3,289 | $16,150-79.6% | $13,210-75.1% | $11,403-71.2% |